• Own the channel relationship end-to-end, serving as the strategic point of accountability for partner success. • Act as the strategic owner of partner engagement, alignment, and performance. • Own the P&L for assigned channel relationships, with a deep understanding of revenue, margin, costs, and ROI. • Lead SKOs, QBRs, and other executive-level partner engagements. • Build strong executive alignment through organizational mapping and senior stakeholder relationships. • Enable and engage partner sales representatives through training, tools, and ongoing support. • Align partner compensation and incentive structures to drive growth and desired outcomes. • Define and execute co-marketing strategies in partnership with internal marketing teams and external partners. • Build, manage, and scale a partner-driven pipeline, driving both partner-sourced and partner-influenced revenue. • Develop and execute joint business plans that deliver measurable impact and long-term value. • Maintain a habit of using AI tools to think, build, and ship faster—it’s your default, not an afterthought.

• Reach out to leads via phone, email, LinkedIn, and CRM tools • Qualify inbound and outbound leads using structured discovery • Schedule and conduct tailored product demos (Zoho CRM and Zoho People) Suites of applications • Understand client pain points and map Zoho capabilities accordingly • Collaborate with presales and delivery teams to craft winning proposals • Close deals and hand off to implementation teams with full context • Maintain records in Zoho CRM for accurate reporting and forecasting • Track performance against KPIs: meetings booked, demos done, deals won

• Responsible for managing a staff of Consultants and Assistants in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services • Lead the staff in maintaining service standards • Motivate, lead and support team members to provide excellent customer service • Conduct interviews and evaluating candidates in the hiring process • Provide team members with substantive, periodic feedback on performance • Monitor service levels and phone activity • Plan and organize workflow to meet service commitments • Produce weekly/monthly production metrics reports • Develop staffing strategies for resource allocation to meet business needs and service commitments/objectives • Coordinate successful training and instruction of new associates • Develop staff on industry knowledge and professional development • Develop workflow alternatives for process improvement • Perform other duties and special projects as assigned

• Lead the end-to-end deployment of new projects, ensuring successful delivery within agreed scope, budget, and timelines • Develop and manage deployment strategies, schedules, and resource plans • Act as the central point of contact for stakeholders, ensuring clear communication and alignment across teams, clients, and partners • Monitor progress, proactively manage risks and issues, and implement corrective actions where required • Ensure deployments meet contractual, regulatory, and quality requirements • Drive operational readiness and ensure seamless transition into steady-state operations • Capture and share lessons learned to continuously improve the deployment framework and processes.